Chapter 553: The struggle for market dominance (forty-three)!

"Is it the funds of the 'Yuhang Group' that are driving the market?" Zhou Hui responded, "As we all know, several of the main funds under the 'Yuhang Investment Company' have strong capabilities in the fields of 'infrastructure' and 'military industry'. If you hold a large amount of positions, you also have enough funds to trigger the market and guide the market to break upward."

Qin Qiuyue stared at the trading disks of the two cities, pondered for a while, and said: "It's not quite like it. 'Infrastructure' and 'military industry' have moved simultaneously, and the volume of energy has exploded far better than before. At the same time, the volume of energy has continued to be strong, and the range of stocks involved , are also longer-lasting and more extensive than the previous changes. The power of the main funds of the 'Yu Hang System' alone cannot achieve this kind of disk effect. Generally speaking... it is more like the main funds of multiple stocks in the market. , caused by the combined force.”

“Especially the checks from ‘Huaguo MCC, Huaguo Railway Construction, China Airlines Optoelectronics’...”

Qin Qiuyue's eyes brightened, she paused, and continued: "The active buying on the market is really a battle between you and me. Of course... what's more obvious is that when 'Huaguo MCC' just closed the market, the market From the multiple large buy orders of 10,000 lots displayed on the website, it can be clearly seen that the main force is not the same main force.”

"No matter which major capital is today, the main lines of 'infrastructure' and 'military industry' are leveraged..." Zhou Hui smiled, still quite excited, and said, "In short, it is a good thing for us. .”

Qin Qiuyue nodded and said: "It is true that the market trend has fully shifted to the two lines of 'infrastructure' and 'military industry', then the net value of our fund will usher in a major change. I hope that the current This fire...can burn brighter and longer!"

"Yeah!" Zhou Hui nodded and added, "After the Shanghai Stock Index jumps over 2320 points, it will almost certainly break through the pressure mark of 2300 points. In this way... many investors who were hesitant on and off the market before should be able to Enter the market or increase your position, and take advantage of the investment opportunities on the right.”

"in other words……"

Zhou Hui paused, smiled, and continued: "As long as the Shanghai Stock Exchange Index confirms its breakthrough trend, the market's market expectations in the direction of the main board will become stronger and stronger."

"If there is no direct negative impact from the news in the middle."

"I think the Shanghai Stock Index can directly rise to near the rebound high point set in April and May. If the Shanghai Stock Index can really perform according to this expectation, then as the main core market of the market, 'military industry', The two main areas of 'infrastructure' and a number of core related sectors have at least a market height of about 20%."

"If the expected height of the sector index is 20%, then the major core stocks should have 30% to 50% room for a market height."

"Of course, that's the ideal situation."

"But no matter what, this time, our fund has completely seized the opportunity. It can follow the interpretation of market conditions and reap a large wave of profits from heavy positions. And this... is enough to change the current sluggish net value performance of our fund and allow investors to invest in us." The investor group has regained investment confidence in our institution."

When Qin Qiuyue heard Zhou Hui's analysis, she smiled happily and responded: "I hope the next market can develop according to our ideal expectations!"

Her confidence in the market outlook is far less than Zhou Hui's.

But there is no doubt that this time, they did seize the best opportunity for market changes, took heavy positions in the changes in market hot spots, and stood on the cusp of market changes. That is to say, no matter what happens next, the Shanghai Stock Exchange Index After completely breaking through 2300 points, how much room for rebound can they really create? At least they have a lot of opportunities and initiative in profit harvesting.

Along with the discussion between the two...

At this moment, the time in the trading markets of the two cities has moved to 10:30.

After a full hour of continuous bidding transactions, the market has completely shifted from 'technological growth' to the main board's 'military industry' and 'infrastructure' fields in terms of market trends. At the same time, in terms of volume performance, the time-sharing volume of the Shanghai main board The performance and intraday trading volume also exceeded the Shenzhen stock market.

"Sure enough, market investment is really anti-human."

At 10:31, inside Yuhang Minghui Capital, in the main fund trading room, general manager Xu Zhongji stared at the market of the two markets and couldn't help but sigh: "Let me just say, when the market is over, most investors think that When there are huge investment opportunities in the main line of 'technological growth', this line has become a real bull trap, and the market... will not let the vast majority of investors make money!"

"Yeah!" Standing next to Xu Zhongji, fund manager He Hong admired Xu Zhongji very much at this moment. He smiled and said, "Mr. Xu is still great. To put it bluntly, the market is still a zero-sum game after all, and there are real investment opportunities. , and are always born 'reasonably but unexpectedly'."

Xu Zhongji smiled and said: "It cannot be said to be a pure zero-sum game. To be honest, there is still a 'value theory' in the financial trading market. However, as a group of investors participating in the market, the weaknesses of human nature are always difficult to overcome. , this is also the essential reason why the market is always chasing the rise and killing the fall.”

"Fortunately, we resolutely increased our positions in the two sectors of 'infrastructure' and 'military industry' yesterday." He Hong was extremely happy at this moment. "Otherwise, I might not be able to keep up with the changes in market conditions today."

"The sun always comes after the storm!" Xu Zhongji smiled and continued, "The two main lines of 'military industry' and 'infrastructure' have experienced continuous shocks at the 2300 point position of the Shanghai Stock Index. Coupled with the 'technological growth' A major main line continues to suck blood. After the Dragon Boat Festival, many investors who initially intervened in the market should be able to hold on to their chips until now. There should be very few. For these two lines, this wave of market washing... is really quite thorough. ah!"

He Hong nodded and said: "Indeed, judging from the current market performance, the two lines of 'military industry' and 'infrastructure', the corresponding related concept sectors, and various popular stocks, the market pressure is not great, and the upward pressure is not great." The situation is still very good, which really shows that the internal chip structure of these two lines is quite clean.”

"same……"

He Hong paused and then said: "This also shows that within these two main lines, there is not much profit margin at the moment. There is quite a lot of space, right?"

"It's natural." Xu Zhongji chuckled, "The Shanghai Stock Exchange completely broke through, the 'Technology Growth' line fell back from a high level, and the hype expectations were relatively fulfilled. At the same time, the entire market's active capital flow fully returned to the main boards of 'Infrastructure' and 'Military Industry' ' field, coupled with the recent continuous adjustment of the 'infrastructure' and 'military industry' fields during the continuous explosion of the 'technological growth' line, it can be said...now the two main lines of 'infrastructure' and 'military industry' , that is, the weather, location, people, and conditions for various market outbreaks are all present, and the upward market space will not be small in any way."

"What we need to do now..."

Xu Zhongji smiled and continued: "That is to continue to increase positions as much as possible, not to be afraid of market fluctuations, hold on to the high-quality chips that were finally held until the dawn, and let profits continue to run."

"Continuing to increase positions?" He Hong was slightly startled when he heard Xu Zhongji's last words.

Xu Zhongji nodded and said with a smile: "Since the market trend has proven that our judgment and expected investment trend are correct, why can't we continue to increase our positions?"

"But the weight of our positions in the direction of 'military industry' and 'infrastructure' is already very high." He Hong said, "If we continue to increase our positions, there will be the risk of concentrated positions and single positions."

Xu Zhongji said: "Fund trading cannot completely stick to the rules. The so-called concentrated positions and single positions are concentrated positions in stocks of the same business type, or even the same stock, resulting in subsequent markets targeting this business sector and even this one. The news of a single stock is very negative, or the corresponding 'black swan' event breaks out, causing irreparable losses to the fund, and it does not refer to the scope of main line positions."

"Whether it is the line of 'military industry' or 'infrastructure', the concept sectors and industry sectors involved are very wide."

"Although we are making market decisions around these two lines, the underlying targets of the fund's actual positions and the scope of its business sectors are not uniform, which is enough to avoid the risk of extreme 'black swan' events."

"Okay!" He Hong nodded and asked, "In Mr. Xu's opinion, which aspect is better for increasing positions?"

Xu Zhongji stared at the market, pondered for a moment, and said: "Let's just look at the 'China Airlines' and 'Aviation Development' stocks in the military industry, and the 'special steel' stocks in the steel sector. The comprehensive explosion of 'military industry' and 'infrastructure' stocks Looking at the major industry sectors and concept sectors, these three points are basically the points where the main capital surge is the most obvious, the buying sentiment is the hottest, the active buying volume can gather the largest, and the market elasticity is the best."

"Yeah!" He Hong continued to respond.

Then, he turned around and quickly issued corresponding trading instructions to other traders in the trading room.

And as his order was issued, and with the sound of the keyboard in the trading room, another tens of millions of major large order funds quickly poured into the 'military industry' and 'steel' sectors, further stimulating the 'military industry' and 'steel' sectors. , 'nuclear power', 'special steel' and other related industry sectors and concept sector index increases.

Similarly, in the Magic City at this moment, inside Zexi Investment Company, the main fund trading room.

After Zhou Kan observed the changes in the overall market conditions, he was shocked and began to suggest to Xu Xiang that he should continue to increase his positions in stocks in the fields of 'military industry' and 'infrastructure'. In the market's 'high-low switching' market changes, he At the fastest speed, occupy the active position and seize excess profits in the market.

In this way, more and more major market institutions are following the trend and increasing their positions to go long.

At 11:02 a.m., the Shanghai Stock Index continued to refresh its intraday high, reaching a level near 2325, and the intraday increase officially exceeded the 1% mark.

On the other hand, the Shanghai knuckle is pointing upwards, continuing to break through with moderate heavy volume, without any correction.

The Shenzhen Stock Exchange Index, ChiNext Index, and Small and Medium Enterprises Index not only failed to keep up with the gains of the Shanghai Index, but continued to fall modestly, and the gap between the gains of the Shanghai Index and the Shanghai Index became wider and wider.

As for industry sectors, concept sectors other than the index, and the performance of corresponding popular stocks.

I saw that the 'National Defense and Military Industry' industry sector index was soaring and continued to break upward. At this moment, it has reached a 75% increase, continuing to lead the gains of the two cities; after 'National Defense and Military Industry', 'Building Decoration' and 'Building Materials' , 'real estate', 'steel', 'machinery equipment', 'public transportation' and many other 'big infrastructure' related industry sectors have also occupied the forefront of the industry sector growth lists in the two cities.

In terms of concept sectors, concept sectors related to the 'military industry' such as 'military-civilian integration', 'Beidou Navigation', 'domestic large aircraft', 'reform and reorganization of state-owned enterprises and central enterprises', were among the top gainers of concept sectors in the two cities, with both gains during the day. More than 2%, and after these concept sections, the performance of 'pan-infrastructure' concepts such as 'nuclear power', 'special steel', 'Shanghai Free Trade Zone', 'cement', 'lease rights', and 'commercial real estate development' It's also relatively eye-catching.

As for the main line direction of ‘technological growth’.

Only 'Internet Finance' and 'E-Commerce' still maintain relatively high popularity, and can keep up with the rise of the Shanghai Stock Exchange Index and outperform the market. Others such as 'Apple Concept', 'Domestic Software', 'Film and Television Entertainment', ' Concept sectors such as mobile games' have all risen sharply and fallen back. The main funds have been fully outflowed. Selling orders have emerged one after another. The buying trend has gradually weakened. It is seriously weaker than the trend of the market and has become a drag on the entire market. Among them, The 'film and television entertainment' concept sector went even deeper into the water, becoming the leading concept sector in the two cities.

In terms of popular stocks...

The 20 stocks that attract the most attention from investors in the two cities also show a clear trend of polarization.

Popular stocks belonging to the fields of 'military industry' and 'infrastructure', such as 'Fushun Special Steel, Beijiang Communications Construction, Tianshan Cement, Hongdu Aviation, China Railway Construction, China Airlines Optoelectronics', etc., regardless of large, medium and small caps, all are There is a surge in volume; and popular stocks belonging to the "technology growth" field, such as "LeTV, Huayi Brothers, Internet Speed ​​Technology, Huaqingbao, Changqu Technology, Huace Film and Television, Crystal Optoelectronics, Hengsheng Electronics, A number of stocks, such as Huaguo Software and Inspur Information, have rarely seen red trading. Among them, LeTV has fallen by more than 2 points, and Huace Film and Television has directly reached the limit.

At 11:15, after hitting the highest level of 77 points, the Shanghai Stock Index finally slowed down, and the sustained power of the rapid attack began to decay.

At 11:20, after the Shanghai Stock Index gradually fell into a shrinking sideways state in terms of time-sharing performance, it dived back from its high point, and the ChiNext Index and the Small and Medium Enterprises Index, which had fallen to near flat, began to slowly climb up and rebound. At the same time, , the line of 'technological growth' also ushered in a short-term rebound.

At 11:25, just as the market closed at noon, 'LeTV' once again rose to fame from under the water with an unyielding attitude, trying to lead the line of 'technological growth', further seize market liquidity, and reverse the intraday decline. , attracting the intervention of bargain-hunting funds.

At 11:26, driven by the popularity of "LeTV", the core concept sectors within the scope of "Technology Growth", such as "Film and Television Entertainment", "Domestic Software", and "Apple Concept" all rebounded, but they are different from each other. Road funds' pursuit of these concept sectors at the beginning of the market rebounded at this time. A number of component stocks within each concept sector, including popular concept stocks, were all shrinking and rebounding, and could not release their energy.

At 11:27, the rapid rise of ‘LeTV’ was suppressed by selling orders on the market, and the upward trend was blocked.

At 11:28, when 'LeTV' exploded to 300 million in half a day, turning green again, 'Huaguo Construction', a large-cap stock, suddenly burst out with extreme buying power, and a continuous surge of 10,000 shares. The owner's big orders continued to attack the market, driving up the stock's stock price crazily.

At 11:29, the check of 'Huaguo Construction' saw more than 100 million new active buying orders within one minute, and the stock price jumped to the 6% increase mark. At the same time, the Shanghai Stock Index continued to rise and returned to Near 2327 points.

Finally, when 11:30 arrived, the two cities closed at noon.

The Shanghai Index was set at 33 points, almost at the highest point in the session, and rose 03%, holding the 1% increase mark. However, after half a day of violent fluctuations, the Shenzhen Index only achieved a 17% increase. As for the ChiNext Index, , small and medium-sized board index, in the last minute of trading time at noon, turned from red to green, closing down 12% and 23% respectively. Calculated from the opening point, the half-day drop was close to 1%.

Faced with such a closing situation...

The vast majority of investors in the market at this moment, including countless institutions, hot money, large investors, and retail investors, are extremely shocked. Few people would have thought that the main line of 'technological growth' would With the positive off-market trends and extremely hot investment sentiment before the market, it turned out to be like this. Few people expected that the two main lines of 'infrastructure' and 'military industry' had sluggish investment sentiment and were significantly lower than expected. Under such a low opening situation, it was able to achieve a counterattack and lead the market in an all-round way.

"Oh my god, today's market trend is really shocking."

Amidst the fierce collision of market sentiments, some people among the retail investors gathered in the online investment stock forum expressed sincere emotions.

"The market style has completely switched. It's really magical and unbelievable."

"Damn it, today's 'technological growth' line is really a sinkhole. I don't know how much money has been borrowed. It's just murder without blood."

"It's really... I successfully bought it at the highest point."

"Hey, as expected, when everyone is optimistic, nothing good will happen. It's really difficult to make some money in the stock market!"

"I can't understand why the market trend suddenly turned towards 'infrastructure' and 'military industry'? Didn't the 'technological growth' line rise well in the early trading?"

"Who knows, everyone is confused!"

"What about those people who sang a lot about 'technological growth' this morning? Their faces are probably swollen, right?"

"I have to say, Mr. Su is still awesome!"

"I told you a long time ago that if you follow Mr. Su, you will definitely have meat to eat, haha... Mr. Su is still reliable, what about 'technological growth', what about 'Shanghai is weak and deep is strong', what new investment concepts... Facts have proved that it is all bullshit. Only following Mr. Feng Su's 'road to wealth' is the right way!"

"Indeed, hey... you shouldn't hesitate, the check from 'Fushun Steel' hasn't kept up."

"Facts have proven that only 'big infrastructure' can drive the market, hehe... Today the Shanghai Stock Exchange Index has risen above 2320 points in one breath. In this situation, both volume and price have risen. It is a perfect substantive breakthrough form. The Shanghai Stock Exchange Index should not Let’s go back to 2300 o’clock, right?”

"Judging from the market situation in the morning, the two main lines of 'big infrastructure' and 'military industry' have formed a siphon effect on other areas of the market, especially the 'technological growth' line. Depending on the situation, adjustments are inevitable. This wave...the Shanghai Stock Index has definitely made a substantial breakthrough."

"The pressure of 2300 points has passed. Let's look at 2400 points later!"

“The market trend focused on ‘big infrastructure’ is back, and I feel that this wave could see the Shanghai Stock Index hit 2,500 points again.”

"Indeed, today's comprehensive changes in 'big infrastructure' are definitely substantial breakthroughs. After all, 'Huaguo MCC, Huaguo Construction, Huaguo Railway Construction, Huaguo Communications Construction' and other super large-cap stocks with Chinese prefixes are all comprehensive The abnormal movement shows that...the real core major institutions in the market have begun to fully enter the market."

"Mr. Su's prediction has come true..."

"Once the pressure of 2,300 points is over, investors who are lingering and hesitating on the sidelines will also speed up their entry, right?"

"Definitely, I can't help but want to increase my position."

"It is still the Shanghai Stock Index's breakthrough that boosts the momentum. Small and mid-cap concept stocks do not have such momentum even if they rise to the sky."

"It's necessary. Whether the market is good or not, the final position must be on the Shanghai Stock Exchange Index. The height of the Shanghai Stock Exchange Index truly determines the market's height and space."

"Today, the Shanghai Stock Exchange Index should be able to hit a big positive line, right?"

"Without a doubt, for sure."

"Haha... I'm really looking forward to the opening session in the afternoon. I have a hunch that the session in the afternoon will definitely be more intense."

"Speaking of the line of 'technological growth', is there any hope? The market is so divided and the pace is wrong. It's really uncomfortable."

"There is little hope. The trend of 'technological growth' this morning is really ugly."

"I think there is no hope at all. Let's close the position and stop the loss as soon as possible, otherwise it will definitely get deeper. After all, too much money was invested today. With so much trapped funds, the time to digest and adjust will definitely not be short. You Think about it, on the one hand, the adjustment has just ended and the uptrend has restarted; on the other hand, after the huge hype, the mood is exhausted and profit-making selling orders have poured out. It has just entered the adjustment state. It is not very obvious which side to buy and which main line direction to buy. Something about that?”

"The market trend is unstoppable. Since the market trend has reversed, I don't think there is any need to go against the market trend."

"The market trend proves that only Mr. Su is the 'god' of this market!"

"Holy shit, looking back now, Mr. Su's previous prediction was so awesome that it really exploded."

"As the news that the Shanghai Stock Exchange Index completely breaks through 2,300 points continues to ferment on and off the market, and as more and more 'right-side investors' enter the market, there should be more institutional groups taking the initiative to enter the market for Mr. Su's 'Yu Hang' Is it because funds are used to raise funds and the positions are concentrated in the direction of 'infrastructure' and 'military industry'?"

"I have to say that the extreme changes in the 'Chinese Architecture' at the last minute of noon are not simple."

"Indeed, the amount of buying that broke out in that minute was really terrifying."

In the midst of heated discussions among the vast retail investor groups gathered in online stock forums and communities, driven by the huge profit-making effect of the main board's 'infrastructure' and 'military industry' sectors gathered throughout the morning, market investment sentiment and expectations also began to move toward the main board. The direction of the 'infrastructure' and 'military industry' fields has changed sharply.

Similarly, at this moment, Su Yue was in the main hot money group of Yuhang.

After a brief review of the market, the investment expectations and corresponding speculation directions of many large hot money investors have also changed sharply.